AMGEN INC · CUSIP 031162100 · CIK 1475940
As of 2025-03-31, MONTRUSCO BOLTON INVESTMENTS INC. reported 689.60K AMGN (shares), valued at $210.72M, or 2.77% of its reported non-derivative portfolio. Filed 2025-05-02.
Verify history & sources →Shares decreased 43.13%; reported value decreased 31.28%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 2.77% | 689,602 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 3.71% | 1,212,534 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 5.27% | 1,588,440 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 4.99% | 1,557,709 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 5.34% | 1,811,754 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 3.96% | 1,127,774 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 5.58% | 1,457,487 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.58% | 1,457,487 | $382.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | 3.96% | 1,127,774 | $319.66M | Shares decreased 22.62%; reported value decreased 16.48%, and weight changed -1.62 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 5.34% | 1,811,754 | $501.76M | Shares increased 60.65%; reported value increased 56.97%, and weight changed +1.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 4.99% | 1,557,709 | $475.42M | Shares decreased 14.02%; reported value decreased 5.25%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 5.27% | 1,588,440 | $500.53M | Shares increased 1.97%; reported value increased 5.28%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 3.71% | 1,212,534 | $306.65M | Shares decreased 23.67%; reported value decreased 38.74%, and weight changed -1.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 2.77% | 689,602 | $210.72M | Shares decreased 43.13%; reported value decreased 31.28%, and weight changed -0.94 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.